Essex Financial Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Essex Financial Services’s Portfolio CGUS Stock Details CGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.5M	Buy	302,902 +47,519	+19%	+$2.03M	0.67%	28
2026 Q1	$9.81M	Buy	255,383 +4,332	+2%	+$174K	0.55%	38
2025 Q4	$10.1M	Sell	251,051 -15,217	-6%	-$608K	0.57%	37
2025 Q3	$10.5M	Sell	266,268 -400	-0.1%	-$15.4K	0.63%	34
2025 Q2	$9.85M	Sell	266,668 -806	-0.3%	-$27.5K	0.65%	31
2025 Q1	$8.93M	Buy	267,474 +30,392	+13%	+$1.07M	0.64%	32
2024 Q4	$8.29M	Buy	237,082 +14,620	+7%	+$512K	0.59%	33
2024 Q3	$7.73M	Buy	222,462 +1,414	+0.6%	+$46.7K	0.56%	35
2024 Q2	$7.06M	Buy	221,048 +97,971	+80%	+$3.06M	0.52%	41
2024 Q1	$3.84M	Buy	123,077 +8,028	+7%	+$238K	0.35%	65
2023 Q4	$3.26M	Buy	115,049 +29,722	+35%	+$783K	0.34%	68
2023 Q3	$2.14M	Buy	85,327 +18,209	+27%	+$472K	0.25%	88
2023 Q2	$1.72M	Buy	67,118 +17,061	+34%	+$417K	0.2%	107
2023 Q1	$1.19M	Buy	50,057 +19,301	+63%	+$450K	0.12%	163
2022 Q4	$690K	Buy	30,756 +11,627	+61%	+$258K	0.07%	226
2022 Q3	$390K	Sell	19,129 -96	-0.5%	-$2.16K	0.05%	293
2022 Q2	$417K	Buy	+19,225	New	+$451K	0.05%	302

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Essex Financial Services's CGUS Position: Q2 2026 in Review

Essex Financial Services increased its Capital Group Core Equity ETF (CGUS) stake by 19% in Q2 2026, buying an estimated $2.03M and bringing the position to 302,902 shares worth $13.5M. The position accounts for 0.67% of the portfolio, ranked #28.

Essex Financial Services first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Essex Financial Services held 302,902 shares of Capital Group Core Equity ETF worth $13.5M as of Q2 2026.
Essex Financial Services bought 47,519 Capital Group Core Equity ETF shares in Q2 2026, an estimated $2.03M.
Capital Group Core Equity ETF made up 0.67% of Essex Financial Services's portfolio in Q2 2026, its #28 holding.
Essex Financial Services first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.